+293.0%
ARKK vs COO
+41.1%
+252.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.7% | -2.4% |
| 7D | -0.6% | +0.5% | -1.1% | -0.9% |
| 30D | -11.2% | +14.2% | -25.4% | -18.5% |
| 3M | -9.2% | -18.2% | +9.0% | +0.9% |
| 6M | -3.9% | +5.3% | -9.3% | -10.8% |
| YTD | -2.5% | -23.6% | +21.1% | +11.6% |
| 1Y | -2.7% | -12.7% | +10.0% | +1.4% |
| 3Y | +87.9% | -24.2% | +112.1% | +101.2% |
| 5Y | -35.7% | -40.0% | +4.3% | -18.1% |
| All | +293.0% | +41.1% | +252.0% | +209.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded COO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling